How big is Swift Home Loans, Inc.'s plan?

Swift Home Loans, Inc.'s plan reported $457K in assets and 225 participants for 2024.

Original filing (PDF)20250808072953NAL0005208448001

Swift Home Loans, Inc.

Name: Swift Home Loans, Inc. — Swift Home Loans, Inc., Form 5500 (2024)
Creator: Swift Home Loans, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swift Home Loans, Inc. 401(k) Plan

401(k) retirement plan · Swift Home Loans, Inc.'s Swift Home Loans, Inc. 401(k) Plan held $457K in plan assets for 225 participants in 2024.

Signals · 1

No auditor on file

Active participants

225

Accounts w/ balance

Plan assets (EOY)

$457K

Net assets (EOY)

$457K

People on this filing

Shirley Horner signed Swift Home Loans, Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Swift Home Loans, Inc.'s EIN is 85-3778900.

EIN 85-3778900

Plan number 001

Plan year 2024

ACK ID 20250808072953NAL0005208448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swift Home Loans, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swift Home Loans, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWIFT HOME LOANS, INC..

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score